Bulk Lock Invoices

You can lock multiple invoices and calculate taxes based on the tax calculation method. This action allows you to process one or many invoices that appear on the Ready to Lock page (status='Pending'). Tax calculation is determined by a setting on the invoice option (Configuration > <country> > Billing > Invoice Option). For more information about tax calculation in the system, see Invoice Options for Locations.

There has to be invoices created and in the 'Pending' status to complete this task.

  1. Navigate to the Home page in the MSP view.
  2. Click Billing.
  3. Click the Invoicing tab.
  4. Click .
  5. Click .
  6. From the list, select the check boxes for the invoices to lock and calculate taxes for.
    Select the check box in the table header to select all invoices in the list.
  7. Optionally, in the Date Billed field, enter the billing date for the invoices.
  8. Click .